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The Wealth Blog

Oliver’s Insights – Keys to successful investing

Introduction The last five years have been difficult for investors. The global financial crisis (GFC) and its aftermath of private sector deleveraging, public sector debt problems and household, business and investor caution have led to poor and volatile returns from shares. It seems we are constantly on edge with prognostications […]

Super update

——————– On 5 April 2013 the Government announced a number of future reforms to Australia’s superannuation system. These announcements may assist in reducing the significant level of concern around potential changes in the upcoming Federal Budget on Tuesday 14 May 2013, although the Government noted that these changes are not […]

Why it’s worth considering crisis cover

Most people wouldn’t dream of driving without car insurance, or living in a house without home and contents insurance, so it is remarkable that the majority of Australians do not think about protecting their families through life insurance, in the event of death, accident or illness. With the incidence of […]

Funeral Insurance – how does it stack up?

—- Funeral insurance and other prepaid funeral plans are regularly spruiked on TV. Ensuring your family does not suffer a financial burden in the case of your death is of course a good idea, but the National Information Centre on Retirement Investments (NICRI) warns consumers to be very careful before signing […]

Thousands of Aussies to lose up to $2000

—– HUNDREDS of thousands of idle superannuation accounts will be handed over to the Australian Taxation Office in the coming months if members don’t take action to recover lost and unclaimed funds. The ATO is likely to receive a massive windfall after recent changes were implemented allowing it to hold […]